Create and apply a credit note

Use credit notes to account for client overpayments or future invoices, as an alternative to issuing refunds.

Credit notes are used to apply on invoices created in Smokeball Billing. Learn how to create an invoice.

Create a credit note

There are multiple places in Smokeball Billing where you can create a credit note:

• Select the Plus icon on the top-left corner of Smokeball Billing, then select Credit.
  
• Open a matter, then navigate to the Invoices tab and select Add Credit.
  
• Open a matter, navigate to the Transactions tab and select Credit Note Ledger from the left menu. There will be an option to Add Credit.
  

When you select Add Credit, a box will open on the screen where you can enter the details of the credit note. 

Once you have entered an amount, the Credit Balance field will automatically update with the running credit balance for this matter. Select Save once done.

Apply a credit note to a draft invoice

1. Open the draft invoice you wish to add a credit to.
2. Select Final from the right-hand panel, then select Pay from Credit to enter the credit amount you wish to apply to this invoice.
   
3. Select Finalise Draft to finalise the invoice.

Apply a credit note to an outstanding invoice

1. Open the outstanding invoice from the Invoices list in the matter.
2. Select Add Payment.
3. In the Amount field, enter the credit amount you wish to apply to this invoice.
4. In the Type dropdown menu, select Credit. 
   
5. Select Process.